Blue Chip Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,537
Closed -$212K 196
2023
Q4
$212K Sell
1,537
-56
-4% -$7.74K 0.02% 134
2023
Q3
$201K Hold
1,593
0.02% 134
2023
Q2
$212K Buy
1,593
+7
+0.4% +$931 0.02% 138
2023
Q1
$210K Buy
1,586
+6
+0.4% +$795 0.02% 134
2022
Q4
$197K Buy
+1,580
New +$197K 0.02% 135